See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $26,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,406 | $62,688-19.6% | $178,014-71.7% | $77,671-35.1% |
| Participation rate | 59.6% | 66.9%-7.3pp | 77.1%-17.5pp | 70.6%-11.0pp |
| Annual return | 14.46% | 16.16%-1.7pp | 294.80%-280.3pp | 31.21%-16.8pp |
| Employer contribution / active EE | $1,253 | $1,912-34.4% | $3,950-68.3% | $2,726-54.0% |
| Participant deferral / active EE | $4,180 | $4,224-1.0% | $6,276-33.4% | $4,648-10.1% |
| Admin fee / account holder | $266 | $386-31.2% | $10,362-97.4% | $430-38.2% |